This release provides an update to the NZ Classify Parts screen allowing all Parts Information to be added during classification and removing the need to open the Parts Masterfile. This screen is accessed from the Supplier Invoice screen and the Shipper Invoice. The unclassified parts are now viewed on a record by record basis. Use the Next and Previous buttons to view, add and save each unclassified part.
Additional information has been added to the Classify Parts screen:
- Supplier – This field has been turned into a pull down option allow you to select either the Supplier from the Supplier Invoice or Shipper Invoice or resetting the part to ‘Default Supplier’ or ‘Export’ to indicate the part is sourced from multiple suppliers.
- Description – the zoom has been added to provide a search on Parts already stored for the Client and Supplier. Use the Requery option to search for all Parts for the client regardless of Supplier. Please note the results are limited to 300.
- ‘Lookup All’ – This button has been added to provide a search on all TLFs regardless of Client and Supplier. Please note the results are limited to 300.
- Package Information – Weight, Volume and packaging information can now be stored against the part at the time of classification
- Origin – The origin country can now be added at the time of Classification. This will default to the origin country in the Supplier or Shipper invoice for the part, except where the Part is on multiple lines with different origin countries. The defaulted origin country can be updated.
- Codes Information – If your site has elected to save Codes and Permits at Part level the details can be added at the time of Classification. Any Codes information added to the Supplier Invoice line will automatically populate the Classify Parts screen. If you do not want to store the Invoice Line Codes information permanently against the Part please delete the Codes information in the Classify Parts screen. Any Codes and Permits added to the Part in the Classify Screen will automatically update the Supplier Invoice line on OK in the Classify Part screen. Please update the Supplier Invoice line if this Codes Information is not required for the Supplier Invoice.
If the Part appears more than once in the Supplier Invoice with the same origin and Codes Information, once classified, all the lines with the same Part will be updated.
The Browse screen and CSV output have been updated to include a column to indicate whether the Parts on the invoice are classified or unclassified. This provides a quick overview of progress classifying Parts on the invoice.
Please note that Expedient will not allow more than one user to update a Supplier or Shipper Invoice and classify or maintain relevant Parts at the same time. A warning will pop up if this is attempted advising the User who is currently classifying or maintaining Parts.